PHA Plans
Streamlined Annual
Version
U.S. Department of Housing and
Urban Development
Office of Public and Indian
Housing
OMB No. 2577-0226
(exp. 05/31/2006)
____________________________________________________________________________________________________________ This information collection is authorized by Section 511 of the Quality Housing and Work Responsibility Act, which added a new section 5A to the U.S. Housing Act of 1937 that introduced 5-year and annual PHA Plans. The full PHA plan provides a ready source for interested parties to locate basic PHA policies, rules, and requirements concerning the PHA’s operations, programs, and services, and informs HUD, families served by the PHA, and members of the public of the PHA’s mission and strategies for serving the needs of low-income and very low-income families. This form allows eligible PHAs to make a streamlined annual Plan submission to HUD consistent with HUD’s efforts to provide regulatory relief for certain types of PHAs. Public reporting burden for this information collection is estimated to average 11.7 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. HUD may not collect this information and respondents are not required to complete this form, unless it displays a currently valid OMB Control Number.
Privacy Act Notice. The United States Department of Housing and Urban Development, Federal Housing Administration, is authorized to solicit the information requested in this form by virtue of Title 12, U.S. Code, Section 1701 et seq., and regulations promulgated thereunder at Title 12, Code of Federal Regulations. Information in PHA plans is publicly available.
____________________________________________________________________________________________________________
Streamlined Annual PHA Plan for Fiscal Year: 2006
MOORESVILLE HOUSING AUTHORITY
1046 North Main Street, Mooresville, NC 28115
P.O. Box 1087, Mooresville, NC 28115-1087
NOTE: This PHA Plan template (HUD-50075-SA) is to be completed in accordance with instructions contained in previous Notices PIH 99-33 (HA), 99-51 (HA), 2000-22 (HA), 2000-36 (HA), 2000-43 (HA), 2001-4 (HA), 2001-26 (HA), 2003-7 (HA), and any related notices HUD may subsequently issue.
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 2 of 28 form HUD-50075-SA (04/30/2003)
Streamlined Annual PHA Plan
Agency Identification
PHA Name:
Mooresville Housing Authority
PHA Number:
NC024
PHA Fiscal Year Beginning: (mm/yyyy)
07/2006
PHA Programs Administered
:
Public Housing and Section 8
Section 8 Only
Public Housing Only
Number of public housing units: Number of S8 units: Number of public housing units: 106 Number of S8 units:
PHA Consortia:
(check box if submitting a joint PHA Plan and complete table)
Participating PHAs PHA
Code Program(s) Included in the Consortium Programs Not in the Consortium Each Program # of Units
Participating PHA 1: Participating PHA 2: Participating PHA 3:
PHA Plan Contact Information:
Name: Debbie Brawley Phone: 704-664-1659
TDD: 704-664-1659
Email (if available): [email protected]
Public Access to Information
Information regarding any activities outlined in this plan can be obtained by contacting:
(select all that apply)
PHA’s main administrative office
PHA’s development management offices
Display Locations For PHA Plans and Supporting Documents
The PHA Plan revised policies or program changes (including attachments) are available for
public review and inspection. Yes No.
If yes, select all that apply:
Main administrative office of the PHA
PHA development management offices
Main administrative office of the local, county or State government
Public library
PHA website
Other (list below)
PHA Plan Supporting Documents are available for inspection at: (select all that apply)
Main business office of the PHA
PHA development management offices
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
Streamlined Annual PHA Plan
Fiscal Year 2006
[24 CFR Part 903.12(c)]
Table of Contents
[24 CFR 903.7(r)]
Provide a table of contents for the Plan, including applicable additional requirements, and a list of supporting documents available for public inspection.
A. PHA PLAN COMPONENTS
1. Site-Based Waiting List Policies ……… 4
903.7(b)(2) Policies on Eligibility, Selection, and Admissions
2. Capital Improvement Needs
……… 5
903.7(g) Statement of Capital Improvements Needed
3. Section 8(y) Homeownership
……… 6
903.7(k)(1)(i) Statement of Homeownership Programs
4. Project-Based Voucher Programs ……… 7
5. PHA Statement of Consistency with Consolidated Plan. Complete only if PHA has
changed any policies, programs, or plan components from its last Annual Plan. …... 7
6. Supporting Documents Available for Review ………. 9
7. Capital Fund Program and Capital Fund Program Replacement Housing Factor,
Annual Statement/Performance and Evaluation Report …...……… 11
8. Capital Fund Program 5-Year Action Plan ……… 26
B.
SEPARATE HARD COPY SUBMISSIONS TO LOCAL HUD FIELD OFFICE
Form HUD-50076
,
PHA Certifications of Compliance with the PHA Plans and Related Regulations:
Board Resolution to Accompany the Streamlined Annual Plan
identifying policies or programs the PHA
has revised since submission of its last Annual Plan, and including Civil Rights certifications and
assurances the changed policies were presented to the Resident Advisory Board for review and comment,
approved by the PHA governing board, and made available for review and inspection at the PHA’s
principal office;
For PHAs Applying for Formula Capital Fund Program (CFP) Grants:
Form HUD-50070
,
Certification for a Drug-Free Workplace;Form HUD-50071
,
Certification of Payments to Influence Federal Transactions; and
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 4 of 28 form HUD-50075-SA (04/30/2003)
1. Site-Based Waiting Lists (Eligibility, Selection, Admissions Policies)
[24 CFR Part 903.12(c), 903.7(b)(2)]
Exemptions: Section 8 only PHAs are not required to complete this component.
A. Site-Based Waiting Lists-Previous Year
1. Has the PHA operated one or more site-based waiting lists in the previous year? If yes,
complete the following table; if not skip to B.
Site-Based Waiting Lists
Development
Information
:
(Name, number,
location)
Date
Initiated
Initial mix of
Racial, Ethnic or
Disability
Demographics
Current mix of
Racial, Ethnic or
Disability
Demographics
since Initiation of
SBWL
Percent
change
between initial
and current
mix of Racial,
Ethnic, or
Disability
demographics
2. What is the number of site based waiting list developments to which families may apply
at one time?
3. How many unit offers may an applicant turn down before being removed from the
site-based waiting list?
4. Yes No: Is the PHA the subject of any pending fair housing complaint by HUD
or any court order or settlement agreement? If yes, describe the order, agreement or
complaint and describe how use of a site-based waiting list will not violate or be
inconsistent with the order, agreement or complaint below:
B. Site-Based Waiting Lists – Coming Year
If the PHA plans to operate one or more site-based waiting lists in the coming year, answer each
of the following questions; if not, skip to next component.
1. How many site-based waiting lists will the PHA operate in the coming year?
2. Yes No: Are any or all of the PHA’s site-based waiting lists new for the upcoming
year (that is, they are not part of a previously-HUD-approved site based
waiting list plan)?
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
3. Yes No: May families be on more than one list simultaneously
If yes, how many lists?
4. Where can interested persons obtain more information about and sign up to be on the
site-based waiting lists (select all that apply)?
PHA main administrative office
All PHA development management offices
Management offices at developments with site-based waiting lists
At the development to which they would like to apply
Other (list below)
2. Capital Improvement Needs
[24 CFR Part 903.12 (c), 903.7 (g)]
Exemptions: Section 8 only PHAs are not required to complete this component.
A. Capital Fund Program
1. Yes No Does the PHA plan to participate in the Capital Fund Program in the
upcoming year? If yes, complete items 7 and 8 of this template (Capital
Fund Program tables). If no, skip to B.
2. Yes No: Does the PHA propose to use any portion of its CFP funds to repay debt
incurred to finance capital improvements? If so, the PHA must identify in
its annual and 5-year capital plans the development(s) where such
improvements will be made and show both how the proceeds of the
financing will be used and the amount of the annual payments required to
service the debt. (Note that separate HUD approval is required for such
financing activities.).
B.
HOPE VI and Public Housing Development and Replacement Activities
(Non-Capital Fund)
Applicability: All PHAs administering public housing. Identify any approved HOPE VI and/or
public housing development or replacement activities not described in the Capital Fund Program
Annual Statement.
1. Yes No: Has the PHA received a HOPE VI revitalization grant? (if no, skip to #3; if
yes, provide responses to the items on the chart located on the next page,
copying and completing as many times as necessary).
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 6 of 28 form HUD-50075-SA (04/30/2003)
HOPE VI Revitalization Grant Status
a. Development Name:
b. Development Number:
c. Status of Grant:
Revitalization Plan under development
Revitalization Plan submitted, pending approval
Revitalization Plan approved
Activities pursuant to an approved Revitalization Plan underway
3. Yes No: Does the PHA expect to apply for a HOPE VI Revitalization grant in the
Plan year?
If yes, list development name(s) below:
4. Yes No: Will the PHA be engaging in any mixed-finance development activities
for public housing in the Plan year? If yes, list developments or activities
below:
5. Yes No: Will the PHA be conducting any other public housing development or
replacement activities not discussed in the Capital Fund Program Annual
Statement? If yes, list developments or activities below:
3. Section 8 Tenant Based Assistance--Section 8(y) Homeownership Program
(if applicable) [24 CFR Part 903.12(c), 903.7(k)(1)(i)]
1. Yes No: Does the PHA plan to administer a Section 8 Homeownership program
pursuant to Section 8(y) of the U.S.H.A. of 1937, as implemented by 24
CFR part 982 ? (If “No”, skip to the next component; if “yes”, complete
each program description below (copy and complete questions for each
program identified.)
2. Program Description:
a. Size of Program
Yes No:
Will the PHA limit the number of families participating in the Section 8
homeownership option?
If the answer to the question above was yes, what is the maximum number
of participants this fiscal year?
b. PHA-established eligibility criteria
Yes No:
Will the PHA’s program have eligibility criteria for participation in its
Section 8 Homeownership Option program in addition to HUD criteria?
If yes, list criteria:
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
c. What actions will the PHA undertake to implement the program this year (list)?
3. Capacity of the PHA to Administer a Section 8 Homeownership Program:
The PHA has demonstrated its capacity to administer the program by (select all that apply):
Establishing a minimum homeowner downpayment requirement of at least 3 percent of
purchase price and requiring that at least 1 percent of the purchase price comes from the
family’s resources.
Requiring that financing for purchase of a home under its Section 8 homeownership will
be provided, insured or guaranteed by the state or Federal government; comply with
secondary mortgage market underwriting requirements; or comply with generally
accepted private sector underwriting standards.
Partnering with a qualified agency or agencies to administer the program (list name(s)
and years of experience below):
Demonstrating that it has other relevant experience (list experience below):
4. Use of the Project-Based Voucher Program
Intent to Use Project-Based Assistance
Yes No: Does the PHA plan to “project-base” any tenant-based Section 8 vouchers in
the coming year? If the answer is “no,” go to the next component. If yes, answer the following
questions.
1. Yes No: Are there circumstances indicating that the project basing of the units,
rather than tenant-basing of the same amount of assistance is an appropriate option? If
yes, check which circumstances apply:
low utilization rate for vouchers due to lack of suitable rental units
access to neighborhoods outside of high poverty areas
other (describe below:)
2. Indicate the number of units and general location of units (e.g. eligible census tracts or
smaller areas within eligible census tracts):
5. PHA Statement of Consistency with the Consolidated Plan
[24 CFR Part 903.15]
For each applicable Consolidated Plan, make the following statement (copy questions as many
times as necessary) only if the PHA has provided a certification listing program or policy
changes from its last Annual Plan submission.
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 8 of 28 form HUD-50075-SA (04/30/2003)
2. The PHA has taken the following steps to ensure consistency of this PHA Plan with the
Consolidated Plan for the jurisdiction: (select all that apply)
The PHA has based its statement of needs of families on its waiting lists on the needs
expressed in the Consolidated Plan/s.
The PHA has participated in any consultation process organized and offered by the
Consolidated Plan agency in the development of the Consolidated Plan.
The PHA has consulted with the Consolidated Plan agency during the development of
this PHA Plan.
Activities to be undertaken by the PHA in the coming year are consistent with the
initiatives contained in the Consolidated Plan. (list below)
Other: (list below)
3. The Consolidated Plan of the jurisdiction supports the PHA Plan with the following actions
and commitments: (describe below)
PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
6. Supporting Documents Available for Review for Streamlined Annual PHA
Plans
PHAs are to indicate which documents are available for public review by placing a mark in the “Applicable & On Display” column in the appropriate rows. All listed documents must be on display if applicable to the program activities conducted by the PHA.
List of Supporting Documents Available for Review Applicable
& On Display
Supporting Document Related Plan Component
N/A PHA Certifications of Compliance with the PHA Plans and Related Regulations and Board Resolution to Accompany the Standard Annual, Standard Five-Year, and Streamlined Five-Year/Annual Plans;
5 Year and Annual Plans PHA Certifications of Compliance with the PHA Plans and Related Regulations
and Board Resolution to Accompany the Streamlined Annual Plan Streamlined Annual Plans N/A Certification by State or Local Official of PHA Plan Consistency with Consolidated Plan. 5 Year and standard Annual Plans
Fair Housing Documentation Supporting Fair Housing Certifications: Records reflecting that the PHA has examined its programs or proposed programs, identified any impediments to fair housing choice in those programs, addressed or is addressing those impediments in a reasonable fashion in view of the resources available, and worked or is working with local jurisdictions to implement any of the jurisdictions’ initiatives to affirmatively further fair housing that require the PHA’s involvement.
5 Year and Annual Plans
Housing Needs Statement of the Consolidated Plan for the jurisdiction(s) in which the PHA is located and any additional backup data to support statement of housing needs for families on the PHA’s public housing and Section 8 tenant-based waiting lists.
Annual Plan: Housing Needs Most recent board-approved operating budget for the public housing program Annual Plan:
Financial Resources Public Housing Admissions and (Continued) Occupancy Policy (A&O/ACOP),
which includes the Tenant Selection and Assignment Plan [TSAP] and the Site-Based Waiting List Procedure.
Annual Plan: Eligibility, Selection, and Admissions Policies
Deconcentration Income Analysis Annual Plan: Eligibility, Selection, and Admissions Policies
N/A Any policy governing occupancy of Police Officers and Over-Income Tenants in Public Housing. Check here if included in the public housing A&O Policy. Annual Plan: Eligibility, Selection, and Admissions Policies
N/A Section 8 Administrative Plan Annual Plan: Eligibility, Selection, and Admissions Policies
Public housing rent determination policies, including the method for setting public housing flat rents.
Check here if included in the public housing A & O Policy.
Annual Plan: Rent Determination Schedule of flat rents offered at each public housing development.
Check here if included in the public housing A & O Policy. Annual Plan: Rent Determination N/A Section 8 rent determination (payment standard) policies (if included in plan, not necessary as a supporting document) and written analysis of Section 8 payment
standard policies. Check here if included in Section 8 Administrative Plan.
Annual Plan: Rent Determination Public housing management and maintenance policy documents, including
policies for the prevention or eradication of pest infestation (including cockroach infestation).
Annual Plan: Operations and Maintenance Results of latest Public Housing Assessment System (PHAS) Assessment (or
other applicable assessment). Annual Plan: Management and Operations N/A Follow-up Plan to Results of the PHAS Resident Satisfaction Survey (if necessary) Annual Plan: Operations and Maintenance and
Self-PHA Name: Mooresville Housing Authority Streamlined Annual Plan for Fiscal Year 2006 HA Code: NC024
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 10 of 28 form HUD-50075-SA
(04/30/2003)
List of Supporting Documents Available for Review Applicable
& On Display
Supporting Document Related Plan Component
Sufficiency
N/A Results of latest Section 8 Management Assessment System (SEMAP) Annual Plan: Management and Operations N/A Any policies governing any Section 8 special housing types Check here if included in Section 8 Administrative Plan Annual Plan: Operations and Maintenance
Public housing grievance procedures
Check here if included in the public housing A & O Policy Annual Plan: Grievance Procedures N/A Section 8 informal review and hearing procedures. Check here if included in Section 8 Administrative Plan. Annual Plan: Grievance Procedures
The Capital Fund/Comprehensive Grant Program Annual Statement
/Performance and Evaluation Report for any active grant year. Annual Plan: Capital Needs N/A Most recent CIAP Budget/Progress Report (HUD 52825) for any active CIAP grants. Annual Plan: Capital Needs N/A Approved HOPE VI applications or, if more recent, approved or submitted HOPE VI Revitalization Plans, or any other approved proposal for development
of public housing.
Annual Plan: Capital Needs Self-evaluation, Needs Assessment and Transition Plan required by regulations
implementing Section 504 of the Rehabilitation Act and the Americans with Disabilities Act. See PIH Notice 99-52 (HA).
Annual Plan: Capital Needs N/A Approved or submitted applications for demolition and/or disposition of public housing. Annual Plan: Demolition and Disposition N/A Approved or submitted applications for designation of public housing (Designated Housing Plans). Annual Plan: Designation of Public Housing N/A Approved or submitted assessments of reasonable revitalization of public housing and approved or submitted conversion plans prepared pursuant to
section 202 of the 1996 HUD Appropriations Act, Section 22 of the US Housing Act of 1937, or Section 33 of the US Housing Act of 1937.
Annual Plan: Conversion of Public Housing
Documentation for required Initial Assessment and any additional information
required by HUD for Voluntary Conversion. Annual Plan: Voluntary Conversion of Public Housing
N/A Approved or submitted public housing homeownership programs/plans. Annual Plan: Homeownership N/A Policies governing any Section 8 Homeownership program (Section ______of the Section 8 Administrative Plan) Annual Plan: Homeownership
Public Housing Community Service Policy/Programs
Check here if included in Public Housing A & O Policy Annual Plan: Community Service & Self-Sufficiency Cooperative agreement between the PHA and the TANF agency and between
the PHA and local employment and training service agencies. Annual Plan: Community Service & Self-Sufficiency N/A
FSS Action Plan(s) for public housing and/or Section 8. Annual Plan: Community Service & Self-Sufficiency Section 3 documentation required by 24 CFR Part 135, Subpart E for public
housing. Annual Plan: Community Service & Self-Sufficiency N/A Most recent self-sufficiency (ED/SS, TOP or ROSS or other resident services grant) grant program reports for public housing. Annual Plan: Community Service & Self-Sufficiency
Policy on Ownership of Pets in Public Housing Family Developments (as required by regulation at 24 CFR Part 960, Subpart G).
Check here if included in the public housing A & O Policy.
Annual Plan: Pet Policy The results of the most recent fiscal year audit of the PHA conducted under the
Single Audit Act as implemented by OMB Circular A-133, the results of that audit and the PHA’s response to any findings.
Annual Plan: Annual Audit N/A Other supporting documents (optional) (list individually; use as many lines as necessary) (specify as needed) N/A Consortium agreement(s) and for Consortium Joint PHA Plans Only: Certification that consortium agreement is in compliance with 24 CFR Part 943
pursuant to an opinion of counsel on file and available for inspection.
Joint Annual PHA Plan for Consortia: Agency Identification and Annual Management and Operations
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part I: Summary
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Program Grant No: NC19P02450106
Replacement Housing Factor Grant No:
Federal FY of Grant: 2006
Original Annual Statement Reserve for Disasters/ Emergencies Revised Annual Statement (revision no: )
Performance and Evaluation Report for Period Ending: Final Performance and Evaluation Report
Line No. Summary by Development Account Total Estimated Cost Total Actual Cost
Original Revised Obligated Expended
1 Total non-CFP Funds
2 1406 Operations 25,000
3 1408 Management Improvements 8,000
4 1410 Administration 5,000
5 1411 Audit
6 1415 Liquidated Damages 7 1430 Fees and Costs 8 1440 Site Acquisition 9 1450 Site Improvement 10 1460 Dwelling Structures 108,729 11 1465.1 Dwelling Equipment—Nonexpendable 12 1470 Nondwelling Structures 5,500 13 1475 Nondwelling Equipment 14 1485 Demolition 15 1490 Replacement Reserve
16 1492 Moving to Work Demonstration 17 1495.1 Relocation Costs
18 1499 Development Activities 19 1501 Collaterization or Debt Service
20 1502 Contingency
21 Amount of Annual Grant: (sum of lines 2 – 20) 152,229 22 Amount of line 21 Related to LBP Activities
23 Amount of line 21 Related to Section 504 compliance
24 Amount of line 21 Related to Security – Soft Costs 25 Amount of Line 21 Related to Security – Hard
Costs
26 Amount of line 21 Related to Energy Conservation Measures
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 12 of 28 form HUD-50075-SA (04/30/2003)
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part II: Supporting Pages
PHA Name:
Mooresville Housing Authority Grant Type and NumberCapital Fund Program Grant No: NC19P02450106
Replacement Housing Factor Grant No:
Federal FY of Grant: 2006
Development
Number
Name/HA-Wide
Activities
General Description of
Major Work Categories
Dev. Acct
No.
Quantity
Total Estimated Cost
Total Actual Cost
Status of
Work
Original
Revised
Funds
Obligated
Expended
Funds
HA Wide Operations 1406 25,000
HA Wide Management Improvements 1408 8,000
HA Wide Administration 1410 5,000
NC024001 Replace tile floors 1460 16 24,000 NC024002 Begin replacing interior doors 1460 35,729 NC024003 Replace water heaters 1460 30 20,000 NC024003 Complete tub surrounds 1460 29,000 NC024003 Heating & A/C unit for
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part III: Implementation Schedule
PHA Name:
Mooresville Housing Authority Grant Type and Number Capital Fund Program No: NC19P02450106Replacement Housing Factor No:
Federal FY of Grant: 2006
Development
Number
Name/HA-Wide
Activities
All Fund Obligated
(Quarter Ending Date)
(Quarter Ending Date)
All Funds Expended
Reasons for Revised Target Dates
Original Revised Actual
Original
Revised
Actual
HA Wide
07/18/08
07/18/10
NC024001
07/18/08
07/18/10
NC024002
07/18/08
07/18/10
NC024003
07/18/08
07/18/10
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 14 of 28 form HUD-50075-SA (04/30/2003)
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part I: Summary
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Program Grant No: NC19P02450105 Replacement Housing Factor Grant No:
Federal FY of Grant: 2005
Original Annual Statement Reserve for Disasters/ Emergencies Revised Annual Statement (revision no: )
Performance and Evaluation Report for Period Ending: 06/06 Final Performance and Evaluation Report
Line Summary by Development Account Total Estimated Cost Total Actual Cost
Original Revised Obligated Expended
1 Total non-CFP Funds
2 1406 Operations 25,000 25,000 10,000 3 1408 Management Improvements 9,764 9,764 5,416.82 4 1410 Administration 4,000 4,000 0 5 1411 Audit
6 1415 Liquidated Damages 7 1430 Fees and Costs 8 1440 Site Acquisition 9 1450 Site Improvement 1,000 1,000 0 10 1460 Dwelling Structures 130,869 130,869 46,928.95 11 1465.1 Dwelling Equipment—Nonexpendable 12 1470 Nondwelling Structures 13 1475 Nondwelling Equipment 14 1485 Demolition 15 1490 Replacement Reserve
16 1492 Moving to Work Demonstration 17 1495.1 Relocation Costs
18 1499 Development Activities 19 1501 Collaterization or Debt Service 20 1502 Contingency
21 Amount of Annual Grant: (sum of lines 2 – 20) 170,633 170,733 62,345.77 22 Amount of line 21 Related to LBP Activities
23 Amount of line 21 Related to Section 504 compliance 24 Amount of line 21 Related to Security – Soft Costs 25 Amount of Line 21 Related to Security – Hard Costs 26 Amount of line 21 Related to Energy Conservation
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part II: Supporting Pages
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Grant No: NC19P02450105
Replacement Housing Factor Grant No:
Federal FY of Grant: 2005
Development Number Name/HA-Wide
Activities
General Description of Major Work
Categories Dev. Acct No. Quantity Total Estimated Cost Total Actual Cost Status of Work Original Revised Funds
Obligated Expended Funds
HA Wide Operations 1406 25,000 25,000 10,000 Ongoing HA Wide Management Improvements 1408 9,764 9,764 5,416.82 Ongoing
HA Wide Administration 1410 4,000 4,000 0 Ongoing
NC024001 Replace picnic tables 1450 1,000 1,000 0 Ongoing NC024002 Entrance doors 1460 100,000 100,000 46,928.95 Ongoing NC024003 Tub surrounds/faucets/cutoffs 1460 30,869 30,869 0 Ongoing
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 16 of 28 form HUD-50075-SA (04/30/2003)
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part III: Implementation Schedule
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Program No: NC19P02450105
Replacement Housing Factor No:
Federal FY of Grant: 2005
Development Number Name/HA-Wide
Activities
All Fund Obligated
(Quarter Ending Date) (Quarter Ending Date) All Funds Expended Reasons for Revised Target Dates Original Revised Actual Original Revised Actual
HA Wide 08/17/07 09/30/05 08/17/07 NC024001 08/17/07 09/30/05 08/17/07 NC024002 08/17/07 12/30/05 08/17/07 NC024003 08/17/07 06/30/06 08/17/07
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part I: Summary
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Program Grant No: NC19P002450104
Replacement Housing Factor Grant No:
Federal FY of Grant: 2004 Original Annual Statement (AMENDED) Reserve for Disasters/ Emergencies Revised Annual Statement (revision no: )
Performance and Evaluation Report for Period Ending: 06/06 Final Performance and Evaluation Report
Line No. Summary by Development Account Total Estimated Cost Total Actual Cost Original Revised Obligated Expended
1 Total non-CFP Funds
2 1406 Operations 25,000 15,000 15,000 15,000 3 1408 Management Improvements 10,000 10,000 10,000 10,000 4 1410 Administration 8,000 0 0 0
5 1411 Audit
6 1415 Liquidated Damages 7 1430 Fees and Costs 8 1440 Site Acquisition 9 1450 Site Improvement 42,540 60,540 60,540 0 10 1460 Dwelling Structures 28,869 28,869 28,869 28,869 11 1465.1 Dwelling Equipment—Nonexpendable 12 1470 Nondwelling Structures 80,000 80,000 80,000 0 13 1475 Nondwelling Equipment 14 1485 Demolition 15 1490 Replacement Reserve
16 1492 Moving to Work Demonstration 17 1495.1 Relocation Costs
18 1499 Development Activities 19 1501 Collaterization or Debt Service
20 1502 Contingency
21 Amount of Annual Grant: (sum of lines 2 – 20) 194,409 194,409 194,409 53,869 22 Amount of line 21 Related to LBP Activities
23 Amount of line 21 Related to Section 504 compliance 24 Amount of line 21 Related to Security – Soft Costs 25 Amount of Line 21 Related to Security – Hard Costs 26 Amount of line 21 Related to Energy Conservation
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 18 of 28 form HUD-50075-SA (04/30/2003)
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part II: Supporting Pages
PHA Name:
Mooresville Housing Authority Grant Type and NumberCapital Fund Program Grant No: NC19P002450104 Replacement Housing Factor Grant No:
Federal FY of Grant: 2004
Development
Number
Name/HA-Wide
Activities
General Description of
Major Work Categories
Dev. Acct
No.
Quantity
Total Estimated Cost
Total Actual Cost
Status of
Work
Original
Revised
Funds
Obligated
Expended
Funds
HA Wide Operations 1406 25,000 15,000 15,000 15,000 Completed
HA Wide Management Improvements 1408 10,000 10,000 10,000 10,000 Completed HA Wide Administration 1410 8,000 0 0 0
NC024001 & 002 Landscaping 1450 30,000 30,000 30,000 0 Ongoing NC024003 Complete replacement of
entrance doors 1460 30 28,869 28,869 28,869 28,869 Ongoing NC024001 & 002 Storage Buildings 1470 76 80,000 80,000 80,000 0 Ongoing
NC024001,002
& 003 Continue to cut and top trees 1450 76 12,540 12,540 12,540 0 Ongoing NC024001,002
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part III: Implementation Schedule
PHA Name
:
Mooresville Housing Authority Grant Type and NumberCapital Fund Program No: NC19P02450104 Replacement Housing Factor No:
Federal FY of Grant: 2004
Development
Number
Name/HA-Wide
Activities
All Fund Obligated
(Quarter Ending Date)
(Quarter Ending Date)
All Funds Expended
Reasons for Revised Target Dates
Original Revised Actual Original Revised Actual
HA Wide 09/13/06 09/13/08
NC024001 09/13/06 09/13/08
NC024002 09/13/06 09/13/08
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 20 of 28 form HUD-50075-SA (04/30/2003)
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part 1: Summary
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Grant No: NC19P002450103
Replacement Housing Factor Grant No:
Federal FY of Grant:
2003 Original Annual Statement Reserve for Disasters/ Emergencies Revised Annual Statement (revision no: )
Performance and Evaluation Report for Period Ending: 06/06 Final Performance and Evaluation Report
Line No. Summary by Development Account Total Estimated Cost Total Actual Cost
Original Revised Obligated Expended
1 Total non-CFP Funds
2 1406 Operations 25,000 15,000 15,000.00 15,000.00 3 1408 Management Improvements 10,000 15,622.57 15,622.57 15,622.57 4 1410 Administration
5 1411 Audit
6 1415 liquidated Damages 7 1430 Fees and Costs 8 1440 Site Acquisition 9 1450 Site Improvement 38,000 55,838.69 55,838.69 10,218.60 10 1460 Dwelling Structures 91,069 44,833.63 44,833.63 44,833.63 11 1465.1 Dwelling Equipment—Nonexpendable 3,800 512.11 512.11 512.11 12 1470 Nondwelling Structures 13 1475 Nondwelling Equipment 36,062 36,062 36,062 14 1485 Demolition 15 1490 Replacement Reserve
16 1492 Moving to Work Demonstration 17 1495.1 Relocation Costs
18 1498 Mod Used for Development 19 1502 Contingency
20 Amount of Annual Grant: (sum of lines 2-19) 167,869 167,869 167,869 122,248.91 21 Amount of line 20 Related to LBP Activities
22 Amount of line 20 Related to Section 504 Compliance 23 Amount of line 20 Related to Security
24 Amount of line 20 Related to Energy Conservation Measures
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part II: Supporting Pages
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Grant No: NC19P02450103 Replacement Housing Factor #:
Federal FY of Grant: 2003
Development
Number General Description of Major Work Categories Dev. Acct No. Quantity Total Estimated Cost Total Actual Cost Proposed Status of Name/HA-Wide
Activities Original Revised Obligated Funds Expended Funds Work
HA Wide Operations 1406 25,000 15,000 15,000 15,000 COMPLETE
HA Wide Management Improvements 1408 10,000 15,622.57 15,622.57 15,622.57 COMPLETE NC024001,
002 & 003 Porch and Sidewalk Repairs 1450 16,000 33,838.69 33,838.69 10,218.60 ONGOING
NC024002 Repair Drainage Pipes 1450 9,500 9,500 0 ONGOING
NC024002 & 003 Cut and Trim Trees 1450 12,500 12,500 0 ONGOING NC024002 Replace remaining heating systems,
water heaters & add air conditioning 1460 4 11,000 8,665.32 8,665.32 8,665.32 COMPLETE NC024003 Re-blow ceilings 1460 30 80,069 36,168.31 36,168.31 36,168.31 COMPLETE NC024001 & 002 Replace mailboxes 1465 76 3,800 512.11 512.11 512.11 COMPLETE HA Wide Replace 2 Maintenance Trucks 1475 36,062 36,062 36,062 COMPLETE
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 22 of 28 form HUD-50075-SA (04/30/2003)
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part III: Implementation Schedule
PHA Name:
Mooresville Housing AuthorityGrant Type and Number Capital Fund Grant No: NC19P02450103
Replacement Housing Factor #:
Federal FY of Grant:
2003
Development Number Name/HA-Wide
Activities
All Fund Obligated
(Quart Ending Date) (Quarter Ending Date) All Funds Expended Reasons for Revised Target Dates Original Revised Actual Original Revised Actual
HA Wide 09/16/05 12/31/03 09/16/07 NC024001 09/16/05 12/31/03 09/16/07 NC024002 09/16/05 12/31/03 09/16/07 NC024003 09/16/05 12/31/03 09/16/07
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF) Part 1: Summary
PHA Name: Mooresville Housing Authority Grant Type and Number
Capital Fund Grant No: NC19P02450203
Replacement Housing Factor Grant No:
Federal FY of Grant:
2003 Original Annual Statement Reserve for Disasters/ Emergencies Revised Annual Statement (revision no: )
Performance and Evaluation Report for Period Ending: 06/06 Final Performance and Evaluation Report
Line No. Summary by Development Account Total Estimated Cost Total Actual Cost
Original Revised Obligated Expended
1 Total non-CFP Funds
2 1406 Operations
3 1408 Management Improvements 4 1410 Administration
5 1411 Audit
6 1415 liquidated Damages 7 1430 Fees and Costs 8 1440 Site Acquisition 9 1450 Site Improvement 10,500 10,500 4,250 10 1460 Dwelling Structures 22,956 22,956 22,956 11 1465.1 Dwelling Equipment—Nonexpendable 12 1470 Nondwelling Structures 13 1475 Nondwelling Equipment 14 1485 Demolition 15 1490 Replacement Reserve
16 1492 Moving to Work Demonstration 17 1495.1 Relocation Costs
18 1498 Mod Used for Development 19 1502 Contingency
20 Amount of Annual Grant: (sum of lines 2-19) 33,456 33,456 27,206 21 Amount of line 20 Related to LBP Activities
22 Amount of line 20 Related to Section 504 Compliance 23 Amount of line 20 Related to Security
24 Amount of line 20 Related to Energy Conservation Measures
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 24 of 28 form HUD-50075-SA (04/30/2003)
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part II: Supporting Pages
PHA Name:
Mooresville Housing Authority Grant Type and NumberCapital Fund Grant No: NC19P02450203
Replacement Housing Factor #:
Federal FY of Grant: 2003
Development
Number General Description of Major Work Categories Dev. Acct No. Quantity Total Estimated Cost Total Actual Cost Proposed Status of Name/HA-Wide
Activities Original Revised Obligated Funds Expended Funds Work
NC024003 Remove old playground equipment &
sow grass 1450 2,500 1,550 1,550 1,550 COMPLETE
NC024003 Clear stumps and bank and sow
grass 1450 6,000 6,250 6,250 ONGOING
NC024003 Take down fence 1450 2,000 2,700 2,700 2,700 COMPLETE
NC024003 Replace entrance doors 1460 30 22,956 22,956 22,956 22,956 COMPLETE
7. Capital Fund Program Annual Statement/Performance and Evaluation Report and Replacement
Housing Factor
Annual Statement/Performance and Evaluation Report
Capital Fund Program and Capital Fund Program Replacement Housing Factor (CFP/CFPRHF)
Part III: Implementation Schedule
PHA Name:
Mooresville Housing AuthorityGrant Type and Number
Capital Fund Grant No:
NC19P02450203
Replacement Housing Factor #:
Federal FY of Grant:
2003
Development Number Name/HA-Wide
Activities
All Fund Obligated
(Quart Ending Date) (Quarter Ending Date) All Funds Expended Reasons for Revised Target Dates Original Revised Actual Original Revised Actual
NC024003 02/12/06 09/30/05 02/12/08
8. Capital Fund Program Five-Year Action Plan
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 26 of 28 form HUD-50075-SA (04/30/2003)
Capital Fund Program Five-Year Action Plan
Part I: Summary
PHA Name
Original 5-Year Plan
Revision No:
Development
Number/Name/
HA-Wide
Year 1
Work Statement
for Year 2
FFY Grant: 2007
PHA FY: 07/07
Work Statement
for Year 3
FFY Grant: 2008
PHA FY: 07/08
Work Statement
for Year 4
FFY Grant: 2009
PHA FY: 07/09
Work Statement
for Year 5
FFY Grant: 2010
PHA FY: 07/10
Annual
Statement
HA Wide
59,000
53,000
114,000
53,000
NC024001
22,000
3,000
NC024002
89,000
51,000
38,000
NC024003
66,000
18,000
114,000
CFP Funds Listed
for 5-year
planning
170,000
170,000
170,000
170,000
Replacement
Housing Factor
Funds
8. Capital Fund Program Five-Year Action Plan
Capital Fund Program Five-Year Action Plan
Part II: Supporting Pages—Work Activities
Activities
for
Year 1
Activities for Year: 2
FFY Grant: 2007
PHA FY: 07/07
Activities for Year: 3
FFY Grant: 2008
PHA FY: 07/08
Development
Name/Number
Major Work
Categories
Estimated Cost
Name/Number
Development
Major Work
Categories
Estimated
Cost
See
HA Wide
1406
35,000
HA Wide
1406
35,000
Annual
HA Wide
1408
10,000
HA Wide
1408
10,000
Statement
HA Wide
1410
8,000
HA Wide
1410
8,000
HA Wide
1470 – office hard
wired for generator
6,000
NC024002
1460 – begin roofs
51,000
NC024001
1460 – new roofs
22,000
NC024003
1460 – interior doors
66,000
NC024002
1460 – interior doors
89,000
8. Capital Fund Program Five-Year Action Plan
_____________________________________________________________________________________________________________________ Final 2006 Agency Plan for NC024 Page 28 of 28 form HUD-50075-SA (04/30/2003)
